Mackenzie Financial
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Mackenzie Financial’s Energy Services of America ESOA Stock Holding History

Mackenzie Financial’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.87M Buy
303,315
+36,957
+14% +$603K 0.01% 793
2026
Q1 		$3.5M Buy
266,358
+245,502
+1,177% +$2.89M ﹤0.01% 789
2025
Q4 		$167K Buy
20,856
+6,086
+41% +$58.5K ﹤0.01% 1563
2025
Q3 		$153K Buy
+14,770
New +$149K ﹤0.01% 1592
2025
Q1 		– Sell
-29,930
Closed -$378K – 1720
2024
Q4 		$378K Buy
+29,930
New +$391K ﹤0.01% 1287

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Mackenzie Financial's ESOA Position: Q2 2026 in Review

Mackenzie Financial increased its Energy Services of America (ESOA) stake by 14% in Q2 2026, buying an estimated $603K and bringing the position to 303,315 shares worth $5.87M. The position accounts for 0.01% of the portfolio, ranked #793.

Mackenzie Financial first reported a position in ESOA in Q4 2024 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Mackenzie Financial held 303,315 shares of Energy Services of America worth $5.87M as of Q2 2026.
  • Mackenzie Financial bought 36,957 Energy Services of America shares in Q2 2026, an estimated $603K.
  • Energy Services of America made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #793 holding.
  • Mackenzie Financial first reported a position in Energy Services of America in Q4 2024 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.